Summit Wealth Group LLC Co. Buys New Holdings in iShares ESG Advanced MSCI USA ETF $USXF

Summit Wealth Group LLC Co. bought a new stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 30,870 shares of the company’s stock, valued at approximately $1,777,000. Summit Wealth Group LLC Co. owned approximately 0.15% of iShares ESG Advanced MSCI USA ETF at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Ameritas Advisory Services LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 1,803.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 12,279 shares of the company’s stock valued at $707,000 after purchasing an additional 11,634 shares in the last quarter. World Investment Advisors raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 9.2% in the fourth quarter. World Investment Advisors now owns 14,268 shares of the company’s stock valued at $782,000 after purchasing an additional 1,197 shares in the last quarter. Birchbrook Inc. raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 128.7% in the fourth quarter. Birchbrook Inc. now owns 814 shares of the company’s stock valued at $47,000 after purchasing an additional 458 shares in the last quarter. CGC Financial Services LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 2.0% in the fourth quarter. CGC Financial Services LLC now owns 55,913 shares of the company’s stock valued at $3,219,000 after purchasing an additional 1,100 shares in the last quarter. Finally, International Assets Investment Management LLC raised its stake in shares of iShares ESG Advanced MSCI USA ETF by 2.3% in the fourth quarter. International Assets Investment Management LLC now owns 9,631 shares of the company’s stock valued at $555,000 after purchasing an additional 215 shares in the last quarter.

iShares ESG Advanced MSCI USA ETF Trading Down 0.7%

Shares of NASDAQ USXF opened at $66.09 on Wednesday. The business has a fifty day simple moving average of $59.14 and a 200 day simple moving average of $58.45. The firm has a market capitalization of $1.40 billion, a price-to-earnings ratio of 28.41 and a beta of 1.08. iShares ESG Advanced MSCI USA ETF has a one year low of $49.64 and a one year high of $66.75.

iShares ESG Advanced MSCI USA ETF Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Tuesday, March 17th were given a $0.1244 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Tuesday, March 17th.

iShares ESG Advanced MSCI USA ETF Company Profile

The iShares ESG Advanced MSCI USA ETF (USXF) is an exchange-traded fund that is based on the MSCI USA Choice ESG Screened index. The fund tracks an index of large- and mid-cap US equities screened for positive environmental, social and governance rating while also screening for involvement in controversial activities. USXF was launched on Jun 16, 2020 and is managed by BlackRock.